FinancialProjectPlansPlanningOptions
The Planning Options resource is used to view the planning options configured for the financial project plan version. Planning options are user-definable options, that include plan settings, rate settings, currency settings, and generation options, and are used to control planning scenarios. Financial project plan versions inherit planning options that are defined for the project plan type that's associated to the project.
Columns
| Name | Type | Description |
| FinancialProjectPlansPlanVersionId [KEY] | Long | Identifier of the financial project plan version. |
| PlanningOptionId [KEY] | Long | Unique identifier of the summary level planning option in the financial project plan version. |
| MultipleTransactionCurrencies | String | Indicates that the plan can use multiple transaction currencies for planning. A value of Y indicates that the attribute is selected. A value of N indicates that the attribute isn't selected. |
| ThirdPartySchedulingFlag | Bool | Indicates that the plan can use a third-party scheduling tool. A value of Y indicates that the attribute is selected. A value of N indicates that the attribute isn't selected. |
| EnableCostsForPlanFlag | Bool | Indicates whether resource assignments can be created on the project and allow capturing costs for the project. A value of Y indicates that the attribute is selected. A value of N indicates that the attribute isn't selected. |
| SetUnplannedAssignmentsAsPlannedAssignmentsFlag | Bool | Indicates whether resource assignments can be created as planned on the project on incurring costs for the project. A value of Y indicates that the attribute is selected. A value of N indicates that the attribute isn't selected. |
| AssociateProjectCostsToSummaryTaskAssignmentsFlag | Bool | Indicates whether project costs for a resource assignment from a lowest level task can be associated to a planned resource assignment on the financial project plan at a higher level in the task structure. A value of Y indicates that the attribute is selected. A value of N indicates that the attribute isn't selected. |
| PlanningResourceBreakdownStructure | String | Primary planning resource breakdown structure associated with the project. |
| CalendarType | String | The type of calendar, such as accounting calendar or project accounting calendar, used for entering and displaying periodic financial information. |
| RateDerivationDateType | String | The date type, such as system date or fixed date, that's used as the basis for deriving rates for calculating amounts on a None time-phased resource assignment version. |
| RateDerivationDate | Datetime | The date that's used as the basis for deriving rates for calculating amounts on a None time-phased resource assignment version. |
| PeriodProfile | String | Defines how time periods are grouped and displayed when editing resource assignment versions. |
| CurrentPlanningPeriod | String | Current planning period that drives the display of the periodic information. It can be the project accounting period or accounting period depending on the selected calendar type. This value isn't applicable when the calendar type is set to NONE. |
| MaintainManualSpreadOnDateChanges | String | Indicates whether the periodic planning is retained in the plan version on plan line date modifications. A value of Y indicates that the attribute is selected. A value of N indicates that the attribute isn't selected. |
| UseSameDatesForTaskAssignmentsAsTaskDatesFlag | Bool | Indicates whether you can use the same dates for the task assignments as the task dates. A value of Y indicates that the attribute is selected. A value of N indicates that the attribute isn't selected. |
| RollUpTaskDatesFlag | Bool | Indicates whether summary task dates are rolled up from the lowest level task dates. A value of Y indicates that the attribute is selected. A value of N indicates that the attribute isn't selected. |
| SynchronizeTaskTransactionDatesWithTaskPlannedDatesFlag | Bool | Indicates whether task transaction dates are synchronized with task planned dates. A value of Y indicates that the attribute is selected. A value of N indicates that the attribute isn't selected. |
| BufferForSynchronizeTaskTransactionDatesWithTaskPlannedDates | Decimal | Buffer value to adjust the task transaction dates to be changed along with the task planned dates. |
| ProjectCurrency | String | Currency for the project. |
| ProjectLedgerCurrency | String | Project ledger currency for the project. |
| UseSameConversionAttributeForAllCurrencyConversionsFlag | Bool | Indicates whether you can use the same currency conversion attribute for all currencies. |
| RateTypeForCostConversion | String | Rate type that's used as a cost conversion attribute for planning currencies. |
| DateTypeForCostConversion | String | Date type that's used as a cost conversion attribute for planning currencies. |
| FixedDateForCostConversion | Datetime | The date that's used to derive conversion rates for calculating planned costs for planning currencies. |
| RateTypeForConversionInPC | String | Rate type that's used as a cost conversion attribute for project currency. |
| DateTypeForConversionInPC | String | Date type that's used as a cost conversion attribute for project currency. |
| FixedDateForConversionInPC | Datetime | The date that's used to derive conversion rates for calculating planned costs for project currency. |
| RateTypeForConversionInPLC | String | Rate type that's used as a cost conversion attribute for project ledger currency. |
| DateTypeForConversionInPLC | String | Date type that's used as a cost conversion attribute for project ledger currency. |
| FixedDateForConversionInPLC | Datetime | The date that's used to derive conversion rates for calculating planned costs for project ledger currency. |
| UsePlanningRatesFlag | Bool | Enables utilization of planning rates for resources and resource classes when calculating resource assignment amounts. |
| BurdenScheduleCostOptions | String | A set of burden multipliers that's maintained for use across projects. Also referred to as a standard burden schedule. |
| PersonCostOptions | String | Rate schedule used for the calculation of cost amounts for named persons. |
| JobCostOptions | String | Rate schedule used for the calculation of cost amounts for jobs. |
| NonlaborResourceCostOptions | String | Rate schedule used for the calculation of cost amounts for non-labor resources. |
| ResourceClassCostOptions | String | Rate schedule used for the calculation of cost amounts for resource classes. This is used for cost calculation when rates are unavailable in rate schedules for named persons, jobs, or non-labor resources. |
| ProjectRoleCostOptions | String | Rate schedule used for the calculation of cost amounts for project role. |
| PhysicalPercentCompleteCalculationMethod | String | Calculates physical percent complete at the lowest level task. The valid values are Cost, Effort, and Manual Entry. |
| EstimateToCompleteMethod | String | Calculates estimate-to-complete value for the task and task assignment. The valid values are Remaining Plan and Manual Entry. |
| AllowNegativeETCCalculationFlag | Bool | Indicates whether estimate-to-complete values can be lesser than zero. A value of Y indicates that the attribute is selected. A value of N indicates that the attribute isn't selected. |
| UpdatePlannedQuantityWithEACQuantityFlag | Bool | Indicates whether planned values for task assignments can be updated with estimate-at-completion values while publishing progress. A value of Y indicates that the attribute is selected. A value of N indicates that the attribute isn't selected. |
| AutomaticallyGenerateForecastVersionFlag | Bool | Indicates if a forecast is being created using the financial plan type while publishing progress. A value of Y indicates that the attribute is selected. A value of N indicates that the attribute isn't selected. |
| ForecastFinancialPlanType | String | The name of the financial plan type that's used to create the forecast version. |
| AutoApproveFlag | Bool | Indicates if the budget that was created using the financial plan type is baselined. |
| PrimaryPhysicalPercentCompleteBasis | String | Determines the primary physical percent complete value for summary tasks. The valid values are Cost, Effort, and Manual Entry. |
| AutomaticallyGenerateBudgetVersionFlag | Bool | Indicates if a forecast is being created using the financial plan type while publishing progress. A value of Y indicates that the attribute is selected. A value of N indicates that the attribute isn't selected. |
| BudgetFinancialPlanType | String | The name of the financial plan type that's used to create the budget version. |
| AutoBaselineFlag | Bool | Indicates if the budget that was created using the financial plan type is baselined. |
| Finder | String | finder |
| PlanVersionId | Long | planversionid |